Generational family wealth in New York

Attitude Financial Advisors, Inc. is a finance institution located at 3 Crossways Park Drive West in Woodbury, New York, United States. Our team of Certified Financial Planner™ professionals, including Jeffrey Trugman, Bryan Trugman, and Alex Salem, are dedicated to helping you achieve financial success through a unique financial planning process. We understand that your attitude and behavior towards finances play a crucial role in your prosperity. By harnessing your emotional decision-making power through behavioral finance, we aim to align your personal values with a comprehensive financial planning strategy designed to achieve your goals. Our goal is not to sell products, but to help you develop good financial habits that will enable you to accomplish the things you want.

Frisch Financial Group, Inc. is a leading finance institution located at 445 Broadhollow Road in Melville, New York. With a strong reputation for providing top-notch financial services, they offer a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Frisch Financial Group, Inc. is committed to helping you succeed.

Farther is a finance institution located at 150 Greenwich Street in New York, New York, United States. We offer comprehensive wealth management services to ensure your prosperity now and in the future. By filling out a commitment-free form, you can begin receiving personalized guidance from our experienced advisors backed by proactive technology. Our advisors and data-driven wealth platform set a new standard in financial planning, putting your money to work for you and your family. At Farther, our wealth advisors' incentives are aligned with yours, allowing them to offer unbiased guidance that serves you above all else. Our proprietary platform is equipped with smart features that enable our advisors to focus more on your needs. Your advisor is supported by a team of experts including financial planners, estate attorneys, CPAs, life insurance specialists, and more.

At Morgan Legal Group P.C. in Westchester, located at 777 Westchester Avenue, White Plains, New York, our team of trained professionals specializes in estate planning. We pride ourselves on providing personalized service tailored to each client's specific needs and requests. Unlike large assembly-line law firms, our clients have direct access to an attorney whenever they have a question. Our attorneys possess a deep knowledge and experience in estate planning, with certifications and advanced training in this area of law. We take a comprehensive approach to estate planning, offering services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our focus is on preserving and protecting our clients' legacy and assets, with strategies to minimize estate taxes and ensure a smooth transition of assets to beneficiaries.

Four Corners Legacy Law, formerly known as Bowers & del Peral, PLLC, is a reputable law firm located at 22 Park Row in Chatham, New York. Led by attorney Morgen M. Bowers, the firm specializes in estate planning, elder law, and probate services. With a commitment to providing personalized and comprehensive legal solutions, Four Corners Legacy Law is dedicated to helping clients protect their assets and secure their legacy for future generations. Contact them today for expert guidance and support in navigating complex legal matters.

The Ettinger Law Firm specializes in elder law and estate planning services, located in Middletown, New York, United States. With a team of experienced lawyers, they provide personalized legal solutions to help individuals and families plan for their futures and protect their assets. Whether you are looking to create a will, establish a trust, or navigate the complexities of Medicaid planning, the Ettinger Law Firm is dedicated to guiding you through the process with care and expertise. Trust in their knowledge and experience to secure your legacy for generations to come.

Compass Asset Management Group is a leading finance institution located at 100 Stony Brook Court in Newburgh, New York, United States. With a team of experienced financial professionals, Compass Asset Management Group offers a wide range of investment and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, Compass Asset Management Group can provide personalized solutions to meet your needs. Trust in Compass Asset Management Group to guide you towards a secure financial future.

Boerum Hill Financial Advisors, LLC is a finance institution located at 236 Livingston Street in New York, United States. As a Fee-Only Fiduciary Financial Advisor in Brooklyn, NY, our mission is to help Brooklynites enrich their lives through personalized financial advice. We take the time to truly understand our clients in order to provide them with the best possible financial guidance. Trust Boerum Hill Financial Advisors, LLC to help you achieve your financial goals and secure your future.

Kristen S. Han, CPA, CFP at Millennial Estates Financial Group, LLC is a comprehensive financial institution located in New York City. Specializing in accounting, finance, health, and insurance services, Kristen provides individuals and small businesses with expert financial and tax planning, wealth management, and insurance programs. With a background in finance and years of experience in the accounting sector, Kristen is dedicated to helping clients establish a solid financial foundation and create wealth for their future. Whether you are looking to manage your brokerage accounts, retirement accounts, annuities, or educational accounts, Kristen has you covered with her managed services.

Pursuit is a leading finance institution located at 5 Hanover Square in New York City. Our dedicated team of experts is committed to providing top-notch financial services to our clients, helping them achieve their goals and secure their financial future. With a focus on innovation and excellence, Pursuit is a trusted partner for individuals and businesses looking to navigate the complex world of finance. Whether you're looking for investment advice, funding for your business, or assistance with financial planning, Pursuit is here to help you every step of the way. Visit us today at our New York location to learn more about how we can assist you in reaching your financial goals.

Edward Jones - Financial Advisor: Christopher Feliz is a reputable finance institution located at 19 Main Street in Irvington, New York, United States. Christopher Feliz is a dedicated and experienced financial advisor who provides personalized financial planning and investment services to individuals and families. With a focus on building long-term relationships and helping clients achieve their financial goals, Edward Jones - Financial Advisor: Christopher Feliz is a trusted partner in navigating the complexities of the financial world. Whether you are planning for retirement, saving for education, or investing for the future, Christopher Feliz and his team are committed to providing expert guidance and support every step of the way.

Joseph L Soricelli Insurance and Financial Services is a trusted institution located at 4419 White Plains Road in New York, United States. As a finance institution, they offer a wide range of insurance and financial services to help individuals and businesses secure their future. With a team of experienced professionals, they provide personalized solutions to meet the unique needs of each client. Whether you are looking for insurance coverage or financial planning assistance, Joseph L Soricelli Insurance and Financial Services is dedicated to helping you achieve your goals and protect what matters most to you.

Merrill Lynch Financial Advisor Jimmy Quan, located at 75 Rockefeller Plaza in New York, is dedicated to helping individuals and families achieve their financial goals. By starting with a conversation to understand your priorities, they tailor a personalized financial approach to help you pursue what matters most to you. With expertise in behavioral finance, they use the Investment Personality Assessment to refine your investing preferences and create a plan that aligns with your goals. Their team of experienced advisors at Merrill Lynch, supported by the resources of Bank of America, is committed to building strong client relationships based on trust and personalized service. Through regular check-ins and adjustments to your financial approach, they ensure you stay on track to achieve your objectives. Whether you're planning for retirement, saving for a home, or passing on wealth to future generations, Merrill Lynch Financial Advisor Jimmy Quan is here to help you navigate the complexities of your financial life and reach your goals.

Twelve Two Capital LLC is a finance institution located in New York, United States. The mission of Twelve Two Capital is to help individuals live a meaningful and fulfilling life by removing the worry and clutter associated with financial matters. The institution offers Financial Planning and Investment Management services with no minimums, catering to a wide range of clients including young families, single parents, and first-generation young professionals. The team at Twelve Two Capital is committed to putting the needs and interests of their clients first, providing personalized advice and facilitating healthy conversations around money. Whether through in-person meetings in the New York City Metro area or virtual meetings across the United States, Twelve Two Capital aims to simplify the financial planning process and help clients achieve a balanced and comfortable relationship with money.

Dowden Agency, Inc is a reputable insurance agency located at 6635 U.S. 9 in Rhinebeck, New York. With a long history of providing reliable and personalized insurance solutions to individuals and businesses in the area, Dowden Agency, Inc is known for their exceptional customer service and attention to detail. Whether you are looking for auto, home, life, or business insurance, their team of experienced agents is dedicated to finding the right coverage for your needs. Visit Dowden Agency, Inc today and experience the peace of mind that comes with having the right insurance protection.

Paramount Legacy Group LLC is a reputable insurance agency located at 14 Lafayette Square in Buffalo, New York, United States. With a strong focus on providing top-notch insurance solutions, Paramount Legacy Group LLC is committed to helping individuals and businesses protect their assets and plan for the future. Their team of experienced professionals offers personalized service and tailored insurance packages to meet the unique needs of each client. Trust Paramount Legacy Group LLC to safeguard your financial well-being and secure your legacy for generations to come.

Terrence Fenton @ New York Life is an insurance agency located at 1660 Walt Whitman Road, Melville, New York, United States. They offer permanent policies with guaranteed death benefits and cash value growth, customizable long-term coverage, and the ability to invest policy cash value in the market. Their services include helping with everyday tasks, replacing lost income due to illness or injury, professionally managed investments, bundled investments with low fees, college savings plans, income generation options, estate planning, insurance for employees and business owners, and much more. With over 12,000 agents nationwide, they provide tailored solutions to meet individual needs and budgets. The institution is committed to diversity, responsibility, and service, and has a strong focus on community engagement and charitable giving. New York Life is dedicated to making a positive impact on society and helping individuals and families thrive.

At Morgan Legal Group PC | Estate Planning Lawyer Buffalo, we specialize in providing personalized and comprehensive estate planning services to clients in Buffalo, New York. Our team of experienced professionals is dedicated to meeting the specific needs and requests of each client, ensuring that their assets and affairs are properly managed both during their lifetime and after their passing. Unlike many large law firms, we prioritize direct communication with our clients, allowing them to speak to an attorney whenever they have a question or concern. Our team takes pride in promptly returning all phone calls, emails, and inquiries, providing qualitative personalized service every step of the way.

Estate Planning Lawyer Long Island is a trusted legal firm located at 57 Fritchie Place in Valley Stream, New York. Our team of experienced lawyers specializes in helping individuals and families create comprehensive estate plans to protect their assets and ensure their wishes are carried out. Whether you need assistance with drafting a will, setting up a trust, or navigating the probate process, our skilled attorneys are here to provide expert guidance and personalized solutions. Contact us today to schedule a consultation and start planning for the future.

The Law Office of Michael Camporeale, P.C. is a dedicated firm with extensive legal experience specializing in elder law, estate planning, Medicaid planning, asset protection, and more. Located at 3867 East Tremont Avenue in New York, United States, the firm is committed to empowering seniors with knowledge, compassion, and peace of mind. The team at The Law Office of Michael Camporeale, P.C. is well-versed in navigating the complexities of Medicaid laws and ensuring asset safety for their clients. They offer a range of services including wills, power of attorney, living trusts, estate planning, personal injury, and more.

Ettinger Law Firm specializes in elder law and estate planning, providing expert legal services to clients in Lake Success, New York. With a focus on helping individuals and families navigate the complexities of planning for the future, their team of experienced lawyers is dedicated to ensuring that clients' wishes are carried out effectively and efficiently. Located at 3000 Marcus Avenue, Ettinger Law Firm is a trusted resource for all aspects of elder law and estate planning.

Estate Planning Long Island, located at 1132 Tooker Avenue, West Babylon, New York, is a leading institution offering a unique and personalized approach to addressing estate planning needs for individuals and families. Specializing in a wide range of services including domestic and international estate planning, taxation, wealth succession planning, business organization, asset protection, probate, guardianship, and more, our team of lawyers is dedicated to helping clients achieve their goals and protect their assets. Estate planning is a crucial legal process aimed at preserving and distributing assets according to your wishes. By creating a comprehensive estate plan, you can save money, ensure your final wishes are carried out, and have control over what happens to your assets both now and in the future. Our team can help you navigate the complexities of estate planning, including drafting wills, setting up trusts, and avoiding probate.

Estate Planning Attorney Staten Island is a trusted legal firm located at 1138 Castleton Avenue in New York, United States. Specializing in estate planning, our team of experienced lawyers is dedicated to helping clients protect their assets and ensure their wishes are carried out according to their unique needs and preferences. From drafting wills and trusts to navigating probate and estate administration, we provide comprehensive legal services to help individuals and families plan for the future. Contact us today to schedule a consultation and start securing your legacy.

peace of mind. Trusts are versatile tools that can be tailored to your specific needs, whether you want to provide for minor children, protect assets from creditors, or plan for incapacity. At Morgan Legal Group, our attorneys have extensive experience in drafting wills and creating various types of trusts to meet our clients' individual needs. We take the time to understand your unique situation and goals to recommend the most effective estate planning strategies for you.

Murphy Financial Group, located at 503 Clinton Street in Fayetteville, New York, is a finance institution dedicated to helping families and businesses manage and protect their wealth. With three generations of experience, the Murphy Financial Group works with professionals in various industries to prepare for their current and future financial needs. They believe in building long-term relationships with clients and their families, providing comprehensive financial planning services that align with their core values and risk tolerance. Led by financial advisors Michael P. Murphy and Andrew M. Murphy, the team at Murphy Financial Group is committed to serving the needs of their clients with unmatched stability, innovation, and strength in the industry. They are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. Additionally, Michael P. Murphy is registered as an investment adviser representative with Eagle Strategies LLC, providing investment advisory and financial planning services.

Haven Financial Planning is a leading financial institution located at 8469 Sheridan Drive in Williamsville, New York. Our team of expert financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized financial planning services. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide you with the guidance and support you need. Trust Haven Financial Planning to secure your financial future and provide you with peace of mind.

Countryside Financial - Abbey Gwin, CERTIFIED FINANCIAL PLANNER™ is a finance institution located at 8600 Main Street in Williamsville, New York, United States. Specializing in financial planning and investment management, Abbey Gwin and her team provide personalized services to help clients achieve their financial goals. With a focus on comprehensive financial planning and a commitment to client education, Countryside Financial is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

Horizon Financial, located at 5582 West Henrietta Road in West Henrietta, New York, is a finance institution dedicated to helping individuals and couples achieve a comfortable and worry-free retirement. With a focus on managing and preserving wealth over time, Horizon Financial offers personalized fiduciary portfolio management and works closely with clients to develop comprehensive financial plans tailored to their goals and aspirations. Through client-centered service, a depth of expertise, and a family-oriented approach, Horizon Financial serves as a personal guide to secure your future and achieve your financial objectives. The institution hosts frequent seminars, webinars, and conference calls to provide industry insights and answer any questions clients may have.

Apropos Financial Planning is a leading financial institution located at 8 Birchstone Hill Road in Rush, New York, United States. Our team of experienced professionals is dedicated to providing personalized financial planning services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, we are here to help guide you every step of the way. Trust Apropos Financial Planning to provide expert advice and customized solutions to help you secure a prosperous financial future.

The Mayeu Financial Group is a leading finance institution located at 1162 Pittsford Victor Road in Pittsford, New York, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, our experts are here to provide personalized solutions tailored to your specific needs. Trust The Mayeu Financial Group to help you navigate the complex world of finance with confidence and clarity.